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WEBINARS ON DEMAND

Capital Options for Insurance Businesses
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An interactive, audience-driven panel discussion that will address common questions insurance business owners have about how to fulfill their unique capital needs. Our experts, who have collectively closed hundreds of millions of dollars in loans to agents, MGAs, program administrators and brokers, will answer your specific questions and provide insight on issues most common to businesses like yours

Succession Planning for Insurance Professionals

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Have you thought about succession planning but don’t know exactly where to start? This dynamic webinar provides the detail you will need to begin planning for the future today.

Topics include:

  • Building a sustainable business for long term growth
  • Retiring gradually – on your own terms – while maximizing your business value
  • Retaining next generation talent by creating an ownership opportunit

Understanding M&A Deal Process and Structure
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We hear and read about best practices for successful agency mergers and acquisitions, but what is the process really like? Watch our latest webinar, “Understanding M&A Deal Process and Structure” with Chris Hughes of Merger & Acquisition Services. Chris will leave you with better understanding of the following:

  • Overview of the M&A Process
  • Preparation and Marketing
  • Controlled Auction Process
  • Deal Structures
  • Timeline
M&A Due Diligence and Contracts
Oak Street FundingDownload presentation
Webinar recording link

We hear and read about best practices for successful mergers and acquisitions, but what is the process really like? Join us for our final webinar in this series, “Mergers & Acquisitions, Due Diligence and Contracts” with Chris Hughes of Merger & Acquisition Services. Chris will leave you with a better understanding of the following:

  • Diligence Process and Timing
  • Financial, Legal and Operational Diligence
  • Diligence Obstacles
  • Key M&A Contracts
  • Asset Purchase Agreement, Non-compete, Employment Agreements
  • Key Terms and Contracts
  • Minimizing Execution Risk

FEATURED BLOGS

Planning Success

You’ve heard it a thousand times….if you fail to plan, you plan to fail. While cliché, it’s proven and still many businesses and even more individuals fail to plan. Planning is not only about defining a destination but planning in business equals results. Results...

Steep rise in Mergers & Acquisitions in 2018

According to the new U.S. Financial Services Deals Insights Q2 2018 report from PwC - the value of mergers and acquisitions in the insurance industry rose steeply for the first half of 2018. They reported 247 announced deals in the insurance sector with a total...

Driving growth: Outshine your competitors in 2018

If you want true growth and a high performing business, you can’t afford to exhale and rely on a boost in rates to meet your goals. If you are awaiting revenue growth before focusing on talent growth, you may find yourself in a case of “chicken or the egg.” Deciding...

Have questions? Talk with our experts for more information.